Core Viewpoint - Wangneng Environment has signed a supplementary agreement with the Dazhu County government for a kitchen waste treatment project, enhancing its capabilities in solid waste management and aligning with its strategic business plan [1] Group 1: Project Development - The new project will be managed by a newly established subsidiary in Quxian, responsible for investment, design, construction, operation, and maintenance, with a concession period until April 7, 2047 [1] - The project is designed to process 100 tons of kitchen waste per day, utilizing a "pre-treatment + resource utilization + wastewater and residue co-disposal" process, with a service fee of 240 yuan per ton [1] Group 2: Financial Performance - In the first half of 2025, the company reported revenue of 1.701 billion yuan, a year-on-year increase of 7.00%, and a net profit of 382 million yuan, up 5.24% [1] - Operating cash flow reached 624 million yuan, reflecting a 5.00% increase, indicating strong profitability and a healthy financial status [1] Group 3: Business Expansion - The kitchen waste treatment business has become a new growth engine, generating revenue of 211 million yuan and a net profit of 44.64 million yuan [2] - The company has expanded its processing capacity to 3,720 tons per day, with 2,810 tons already built, contributing to revenue and profit growth [2] Group 4: International Strategy - Wangneng Environment is advancing its international strategy, focusing on Southeast Asia, with significant progress in overseas projects [3] - The company has secured an EPC+O project in Macau, won a bid for an EPC project in Thailand, and signed a contract for a waste-to-energy plant in Vietnam, with a planned processing capacity of 600 tons per day [3] - The company is actively managing risks associated with geopolitical and currency fluctuations, conducting thorough due diligence on all overseas projects [3] Group 5: Project Pipeline - The company has several projects in the pipeline, including the expansion project in Anji (750 tons/day) and the Vietnam project (600 tons/day), both in the planning stages [3] - Additionally, there are three ongoing projects in the kitchen waste treatment sector and one new project of 200 tons/day under construction [3] Group 6: Market Outlook - The solid waste business is performing steadily, with consistent revenue growth in waste incineration and kitchen waste sectors [4] - The company is also advancing the "Zero Carbon Intelligent Computing Center" project in Huzhou, which has been included in provincial planning [4]

Core Viewpoint - The company's solid waste business is performing steadily, with revenue growth in waste incineration and kitchen waste management, alongside an improvement in gross profit margins [1]. Financial Performance - The company maintains a "Buy" rating, with projected net profits for 2025-2027 at 688 million, 718 million, and 754 million yuan, corresponding to EPS of 1.59, 1.66, and 1.74 yuan. A target price of 23.45 yuan is set based on a 15x PE ratio for 2025 [2]. - For the first half of 2025, the company achieved revenue of 1.701 billion yuan, a year-on-year increase of 7%. The net profit attributable to shareholders was 382 million yuan, up 5%, while the net profit excluding non-recurring items was 379 million yuan, a 4% increase. The net cash flow from operating activities was 624 million yuan, also up 5% [2]. Solid Waste Business Overview - The waste incineration segment has a total capacity of 23,200 tons, with 21,800 tons already operational. Projects under construction include a 750-ton expansion in Anji and a 600-ton project in Vietnam. For H1 2025, the revenue from household waste treatment was 1.252 billion yuan, with a net profit of 428 million yuan and a gross margin increase of 1.85 percentage points to 49.89% [3]. - The kitchen waste management segment has a total capacity of 3,720 tons, with 2,810 tons operational and three projects under construction totaling 710 tons. For H1 2025, revenue from kitchen waste treatment was 211 million yuan, with a net profit of 44.65 million yuan and a gross margin increase of 3.41 percentage points to 36.07% [3]. - The waste rubber recycling segment has an established capacity of 90,000 tons per year, generating revenue of 104 million yuan in H1 2025, but incurred a net loss of 19.76 million yuan [3]. - The waste battery recycling segment is currently inactive, focusing on personnel layoffs and inventory management, with revenue of 18.03 million yuan and a net loss of 20.23 million yuan in H1 2025 [4]. Recycling Business Performance - The overall gross margin for the recycling business segment decreased by 2.38 percentage points to 8.59% [5]. AIDC Collaboration - The company is actively exploring AIDC collaboration, having completed the registration of the "Zero Carbon Intelligent Computing Center" in Huzhou on March 4, 2025. It has passed the provincial expert review and will be included in the provincial computing infrastructure project list. The company is working on customer engagement, leveraging its 2,150 tons per day processing capacity to provide stable green electricity for data centers [5].

北京秦淮数据有限公司（以下简称"秦淮数据"）与宁夏回族自治区中卫市人民政府近日在北京签署战略 合作框架协议。根据协议，秦淮数据计划投资240亿元，在中卫建设3座零碳超大规模智算园区，项目建 成后IT总容量可达1.2GW。双方也将在完善AIDC(人工智能计算中心)产业生态、打造循环经济示范区、 攻关行业大规模储能难题、优化属地供能与新能源调度、本地化人才培训培养等方面展开深度合作，共 筑全链路协同的新一代零碳超大规模智算中心发展模式。 秦淮数据是"东数西算"工程中投运规模最大的第三方AIDC运营商之一。本次签约，标志着秦淮数据继 京津冀枢纽和甘肃枢纽之后，在"东数西算"版图中再下一城，进一步巩固了其在国内算力产业发展中的 领先地位。 据悉，近年来，中卫市紧抓"东数西算"机遇，聚焦打造"中国绿色算力之都"，推动算力产业乘势而上、 全面提速，算力规模、质效、环境已位居全国前列，稳定的电力保障、强力的政策支持和优良的营商环 境为算力企业发展提供了沃土。秦淮数据作为国内领先的第三方算力基础设施解决方案提供商，一贯坚 守超大规模发展模式和零碳发展战略，并遵循"业务流""能源流""信息流"三流合一的选址策略，率先进 入及重 ...

截至2025年5月23日收盘，旺能环境(002034)报收于17.14元，下跌2.0%，换手率1.34%，成交量5.77万 手，成交额9978.97万元。 董秘最新回复 投资者： 据5月8日国泰海通的调研报告，贵公司正计划布局湖州零碳智算中心算力项目，为什么公告 内未找到相关的内容，情况是否属实？还有就是算力项目计划什么时候开建？建成后会产生多大的利 润？ 董秘： 尊敬的投资者，您好！湖州南太湖环保能源有限公司已于2025年3月4日完成了湖州"零碳智算中 心"备案，目前正在积极推进前期准备工作，包括客户对接和方案优化等。项目具体建设时间及效益情 况将根据实际进展确定，后续如有重大进展，公司将严格按照监管要求及时履行信息披露义务。感谢您 的关注！ 旺能环境股份有限公司发布了关于注销回购股份减少注册资本暨通知债权人的公告。主要内容如下： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 当日关注点 交易信息汇总 5月23日，旺能环境的资金流向显示，主力资金净流出1989.47万元；游资资金净流入635.88万元；散户 资金净流入1353. ...